See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,677 | $162,781-43.7% | $133,956-31.6% | $158,922-42.3% |
| Participation rate | 42.1% | 83.2%-41.1pp | 79.8%-37.7pp | 82.0%-39.9pp |
| Annual return | 15.20% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,273 | $4,975-74.4% | $3,919-67.5% | $4,761-73.3% |
| Participant deferral / active EE | $2,906 | $5,911-50.8% | $5,048-42.4% | $5,982-51.4% |
| Admin fee / account holder | $5,104 | $11,736-56.5% | $8,927-42.8% | $11,246-54.6% |